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How China’s generational shift is impacting its economy

Last Updated: July 22, 2025

A recovery is expected for China’s economy this year, now that its zero-COVID restrictions have been scrapped and government policy has become more supportive. However, its longer-term challenges, such as a shrinking workforce and inefficient allocation of resources, remain. As a result, an initial cyclical rebound is likely to give way to structurally slower growth over the long term. So, what could this mean for your clients’ investment portfolios? Swimming against the demographic tide

  • China
  • Geopolitics
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HIGHER FOR LONGER: IMPLICATIONS FOR INVESTORS

Last Updated: July 22, 2025

.hero-banner__author-name {display: none !important; }The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But that doesn’t mean we’re returning to an environment just like the one before they hit. The world has changed profoundly since the late 2010s, as have the investment opportunities available along with it.

  • Geopolitics
  • Investment